PDF The Lincoln National Life Insurance Company

1. Your Information Full Name (First) Street Address

Short Term Disability Claim Form Statement Of Employee

The Lincoln National Life Insurance Company PO Box 2609, Omaha, NE 68103-2609

Toll Free (800) 423-2765 Fax (877) 843-3950 disabilityclaims@

(M.I.) (Last Name)

Social Security Number Phone Number

/

/

Date of Birth

h Male h Female

City 2. Your Employer

State Zip Code

Email Address 3. Reason for inability to work

Employer Name

Group ID

Job Title

Policy Number

Billing Location

4. Other Income Being Received

Amount $

Date Began

Date Will Terminate

Date Applied For

Social Security

_________ / /

Workers' Comp

_________ / /

Salary Continuance _________ / /

State Disability

_________ / /

Other Disability

_________ / /

Sick Pay

_________ / /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

/ /

If approved, should Lincoln National Life Insurance Co. withhold Federal Income Taxes from your benefits?

h Yes h No If yes, indicate how much? ____________________________

(Minimum: $20 per week Short-Term Disability) (Minimum: $88 per Month Long-Term Disability)

6. Account for Direct Deposit h Checking h Saving

Bank Name

Routing Number

Description of Sickness, Injury or Pregnancy

/

/

Date Last Worked

Injury work related?

h Yes h No

5. Who is your treating health care provider?

This is your primary health care professional. Please have

them complete the Attending Physician's Statement. If you

have additional health care providers, please also complete

the Treating Medical Professional form.

Physician's Full Name

Phone Number

Fax Number

Street Address

City

State Zip Code

The above statements are true and complete to the best of my knowledge and belief. I have read and understand Fraud Warning Statements. I have completed and attached the Authorization for Release of Information.

Signature

/ / Date

Account Number

Print Name

(Please see FRAUD NOTICES attached)

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

GLC11738STD

Claim Submission Part 1 of 3

Page 1 of 8 1/18

Illness or Injury Supplemental Questionnaire

Instructions: Please answer the questions to the best of your ability and sign and date below.

1. Is someone else responsible for your illness/injury? h Yes h No 2. Are you making a claim against anyone or any insurance company other than Lincoln Financial Group? h Yes h No

If you answered yes to either question above, please answer the following questions: 3. Please describe in detail the cause of your illness or injury:___________________________________________________

_________________________________________________________________________________________________

4. Please provide the location and address where the illness or injury occurred: ____________________________________ _________________________________________________________________________________________________

5. Please provide the Responsible Party's information: 1. Name: _________________________________________________________________________________________ 2. Address: _______________________________________________________________________________________ 3. Telephone Number: _______________________________________________________________________________ 4. Insurance Company's Name: _______________________________________________________________________ 5. Claim Number: ___________________________________________________________________________________

6. If you have hired an attorney to investigate or prosecute a claim related to your illness or injury, please provide your attorney's information: 1. Name: _________________________________________________________________________________________ 2. Address: ________________________________________________________________________________________ 3. Telephone Number: _______________________________________________________________________________

7. If you have any documents related to any investigation into how your illness or injury occurred, please attach them.

I have answered the above questions to the best of my ability. I understand that fraudulently answering any of these questions could result in the suspension or termination of my benefits. I further understand that I have an obligation to supplement any of the above responses should any of the above information change in the future.

Print Name: ____________________________________________________________________________________________

Signature: ___________________________________________________________ Date:

/

/

GLC11738STD

Page 2 of 8 1/18

Short Term Disability Claim Form Statement Of Employer

The Lincoln National Life Insurance Company PO Box 2609, Omaha, NE 68103-2609

Toll Free (800) 423-2765 Fax (877) 843-3950 disabilityclaims@

*Please submit a written job description for the employee's position with this claim form *Please submit a copy of this employee's enrollment statement with this claim form

1. This claim is for:

2. Employee's Coverage & Policy

Full Name (First)

(M.I.) (Last Name)

Social Security Number 3. Describe Employee's Role

/

/

Coverage Start Date

Job Title

Organization Name Group ID Billing Location

Insurance Class Policy Number Claim Location

Description of Duties

4. Other Income Being Received Amount $ Date Began

Retirement Income Workers' Comp Salary Continuance State Disability Other Disability pay

________ ________ ________ ________ ________

/ / / / / / / / / /

Date Will Terminate

/ / / / / / / / / /

Date Applied For

/ / / / / / / / / /

5. Employer Contact

Employer Contact Name

Have you considered

job accommodations?

Injury work related?

h Yes h No h Yes h No

/

/

Date hired

Hours worked in a standard day

/

/

Date last worked

Hours worked in a standard week

/

/

Date back to work full-time

$ Earnings

Hours worked on day last worked Frequency (W/M/Y etc.)

Street Address City Phone Number

State Zip Code Fax Number

The above statements are true and complete to the best of my knowledge and belief. I have read and understand the attached Fraud Warning Statements. I have completed and attached the Authorization for Release of Information.

Signature

/ / Date

Print Name

Email Address

(Please see FRAUD NOTICES attached)

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

GLC11738STD

Claim Submission Part 2 of 3

Page 3 of 8 1/18

1. Patient Information Full Name (First)

Short Term Disability Claim Form Physician's Statement

The Lincoln National Life Insurance Company PO Box 2609, Omaha, NE 68103-2609

Toll Free (800) 423-2765 Fax (877) 843-3950 disabilityclaims@

(M.I.) (Last Name)

Social Security Number

Height 2. Diagnosis

Weight

Blood Pressure

Employer Name

Primary ICD diagnostic Code (Required)

Primary ICD diagnosis Description

Secondary ICD Diagnosis Code

Pregnancy

/ / First Treated

Secondary ICD Diagnosis Description

/ / Estimated Delivery

/ / Date of Delivery

h Vaginal h C-Section

Symptoms

Objective Findings (Include copies of any x-rays, laboratory data, EKG's, MRI's, scans and any clinical findings)

3. Disability Circumstances - Check if applicable

Date of:

h Illness

h Injury

h Work Related

/ /

/ /

Symptoms first Appeared Reduced Ability to work

/ / Advised to stop work

If work related or injury, summarize circumstances

/ / Initial Treatment

/ / Most Recent Treatment

Dates hospital confined:

/ /

/ / Next Treatment

to / /

The Lincoln National Life Insurance Company is not responsible for charges incurred due to completion of this form. The patient is responsible for any charges associated with form completion.

(Please see FRAUD NOTICES attached)

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

GLC11738STD

Claim Submission Part 3 of 3

Page 4 of 8 1/18

4. Limitations and Restrictions

Short Term Disability Claim Form Physician's Statement

The Lincoln National Life Insurance Company PO Box 2609, Omaha, NE 68103-2609

Toll Free (800) 423-2765 Fax (877) 843-3950 disabilityclaims@

Restrictions (what the patient SHOULD NOT do)

Limitations (what the patient CANNOT do)

Indicate frequency per day the listed activities below can be used performed using: N= Never 0% O= Occasionally ................
................

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